You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call us today on 01387 240 075 or email us at tom@tomdonaldfinancial.co.uk and we'll be pleased to help you.
Tom Donald Financial Service, 62 St Michael Street , Dumfries , DG1 2QF
Office address: 62 St Michael Street, Dumfries, DG1 2QF.
Tom Donald Financial Services is a trading style of Thomas Donald who is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, which are authorised and regulated by the Financial Conduct Authority.
Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 440703 and 440718.
The guidance and/or information contained within the website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 22/08/2023
